Finance Specialist

Overview

Finance Specialist

Reports to: Business Unit Controller

Location: Bellevue, WA

FLSA Status: Exempt      

The Company

Meriton is a national investment holding company with a portfolio of companies in the commercial HVAC industry.  Founded in 2019, we believe merit has everything to do with standards and that nothing is beyond or beneath us.  We base those standards on a set of values that we hold tightly to, ensuring we are building the right thing, at the right time, with the right people.  We know that business is earned – never given – and that’s why we’re serious about what we do.  Working together, we’ll co-create lasting growth by defining big visions and hammering down little details.  Our resources streamline business processes and provide access to a network of teams with extensive industry experience. 

Our overall mission is simple: we want to create value and make a difference every day in our journey to be the best HVAC sales and service organization in North America. We believe we can succeed in that mission by being the BEST provider for our clients, the BEST partner for manufacturers, the BEST company for our employees, and the BEST investment for our current and future shareholders.

The Opportunity

We are seeking a strong Finance Specialist to support one of Meriton’s operating companies, Custom Mechanical Solutions (CMS).  The role is tasked with completing general accounting functions for the business – ensuring data integrity, accuracy and timeliness of deliverables. This position interfaces directly with customers, vendors, and internal resources. This role reports directly to CMS’s local Controller and works closely with Finance personnel and affiliated staff.   

Responsibilities

• General Accounting including creating and posting journal entries, account and bank reconciliations
• Maintain electronic document repository, ensuring integrity and eliminating redundancy of company records
• Serve as an asset to establish departmental infrastructure and develop internal controls
• Facilitate the A/P, A/R and billing process in conjunction with sales teams, vendors, and customers
• Assign costs to projects based on stage and completion
• Maintain banking relationships and serve as the administrator of bank accounts and payment processes
• Identify discrepancies and perform variance analysis
• Work with external and bank auditors, provide information as requested
• Coordinate report compilations and special assignments as requested for a variety of Finance-oriented stakeholders
• Ensure presentation of the company’s financial reporting is fulfilled within guidelines as directed by site Controller

Qualifications

• Bachelor’s degree in accounting, finance, or related field required
• Familiarity with HVAC or Construction industry preferred but not required
• Proficiency with QuickBooks Desktop, Microsoft Office, and Adobe Acrobat; aptitude with one or more unique CRMs/project management applications preferred
• Experience in working independently while managing ongoing and one-off projects
• Heightened attention to detail; regimented organizational skills; sense of personal responsibility about quality of work
• Ability to develop and maintain attentive and collaborative relationships – customers, vendors, co-workers
• Passionate about understanding the mechanics of the business to help push forward company’s growth initiatives
• Open-minded attitude about building department infrastructure tailored to evolving business needs
• Ability to “plug in” as required to address administrative needs during busy periods or in service of departmental coverage

The company culture values honesty, integrity, dedication, resourcefulness, independence, and taking ownership.

Other Skills & Abilities

Language SkillsAbility to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical SkillsAbility to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentage and to draw and interpret graphs.Reasoning AbilityAbility to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks.

Physical Demands

While performing the duties of this job, the employee is regularly required to use hands to operate the computer keyboard and telephone, reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

Meriton is an Equal Opportunity Employer